AI news briefings

NVIDIA reports historic Q1 earnings with $81.6B revenue and $80B buyback. Trump abruptly cancels planned AI executive order citing China competition concerns. California Governor Newsom signs workforce protection order after Meta's 8,000 layoffs. Anthropic forecasts first profitable quarter. Google I/O unveils Gemini Omni multimodal creation model.

Google's I/O 2026 delivers Gemini 3.5, personal AI agents, and the biggest Search redesign in 25 years. Trump abruptly halts a planned AI executive order over China competition fears. Apple opens Apple Intelligence to Anthropic, Google, and OpenAI models in iOS 27. OpenAI prepares confidential IPO filing with $850B+ valuation. Pentagon excludes Anthropic from classified AI deals. Karpathy joins Anthropic.

OpenAI prepares a confidential IPO filing as early as Friday, valued at $850B+, while merged SpaceX-xAI reveals $6.4B in annual AI burn in its own public filing. Andrej Karpathy leaves for Anthropic's pretraining team. Google's Gemini 3.5 Flash ships with 5.5x operating cost increases. Trump expected to sign AI cybersecurity directive.

Google unveils Gemini Spark agents and overhauls AI subscriptions at I/O 2026. Nvidia delivers record $58.3B profit as AI chip demand surges. Meta slashes 8,000 jobs in its biggest AI-driven restructuring yet. Anthropic acquires dev-tools startup Stainless, and Andrej Karpathy returns to frontier LLM research.

Google I/O 2026 ushers in the agentic AI era with Gemini 3.5 and AI-powered Search. Meta cuts 8,000 jobs while moving 7,000 employees into AI roles. Anthropic faces off against the Pentagon in court over a controversial blacklisting. Plus: Co-Scientist multi-agent research system, AI passes the Turing Test, and Alexa+ generates on-demand podcasts.

A jury dismisses all claims in the Musk v. Altman trial, OpenAI restructures its leadership to compete in the AI agent race, and Google's Gemini strategy draws comparisons to Microsoft's Copilot missteps ahead of I/O 2026.